See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $139,257 |
ADP BROKER-DEALER2 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $46,879 |
ADP BROKER-DEALER2 years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,556 | $91,372-22.8% | $129,995-45.7% | $74,419-5.2% |
| Participation rate | 97.6% | 77.8%+19.8pp | 78.5%+19.1pp | 70.7%+26.9pp |
| Annual return | 17.49% | 23.21%-5.7pp | -137.18%+154.7pp | 34.38%-16.9pp |
| Employer contribution / active EE | $2,882 | $2,563+12.4% | $4,320-33.3% | $2,637+9.3% |
| Participant deferral / active EE | $4,397 | $4,721-6.9% | $5,820-24.5% | $4,528-2.9% |
| Admin fee / account holder | $106 | $283-62.7% | $10,614-99.0% | $348-69.6% |